Wealth Sales Professional

2 weeks ago


Montreal, Quebec, Canada Sun Life Financial Full time
Unlock Your Potential as a Wealth Sales Representative

At Sun Life Financial, we're committed to empowering our employees to succeed in their careers and make a meaningful impact on our clients' lives.

As a Wealth Sales Representative, you'll play a critical role in helping our clients achieve their financial goals by providing expert advice and guidance on our wealth solutions.

  • Partner with Wealth Sales Directors and Regional Sales Assistants to generate sales through various investment channels.
  • Build strong relationships with investment advisors and insurance specialists to increase sales of Sun Life wealth solutions.
  • Assist with competitor analysis, business building practices, and sales development.

Our ideal candidate will possess a strong sales aptitude, entrepreneurial spirit, and a passion for following and understanding capital markets. A minimum of 3 years of sales experience in the financial services industry is required, with a Bachelor's degree in a field such as Commerce, Finance, or Business.

We offer a competitive base salary, commissions, and a comprehensive benefits package, including flexible benefits, pension, stock, and savings programs. Join us in creating a diverse and inclusive work environment where everyone has the opportunity to succeed and grow.

Key Responsibilities:

  • Generate sales and lead development through proactive outbound telephone calls and email communications.
  • Utilize CRM/database to plan and prioritize activities with advisors.
  • Participate in national, regional, and project group meetings, sharing feedback and information.

Requirements:

  • IFIC, CFP, CIM, or CFA certification (a plus)
  • Minimum 3 years of sales experience in the financial services industry
  • Strong sales aptitude, entrepreneurial spirit, and passion for capital markets

What's in it for you?

  • Competitive base salary and commissions
  • Comprehensive benefits package, including flexible benefits, pension, stock, and savings programs
  • Diverse and inclusive work environment


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